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Kimco Realty

430 hedge funds and large institutions have $7.1B invested in Kimco Realty in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 178 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $5.35B → $7.1B (+$1.75B)

23% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 145

3.74% more ownership

Funds ownership: 87.19%90.93% (+3.7%)

2% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 42

1% less funds holding

Funds holding: 433430 (-3)

16% less call options, than puts

Call options by funds: $8.17M | Put options by funds: $9.72M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
430
Holders Change
-3
Holders Change %
-0.69%
% of All Funds
9.31%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
43
Increased
178
Reduced
145
Closed
42
Calls
$8.17M
Puts
$9.72M
Net Calls
-$1.55M
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
376
Pacific Center for Financial Services
California
$21K +$326 +19 +2%
PA
377
Parallel Advisors
California
$18K -$6.21K -362 -27%
NFG
378
Next Financial Group
Texas
$17K -$1.72K -100 -10%
BBHC
379
Brown Brothers Harriman & Co
New York
$17K -$1.15K -67 -7%
AF
380
Allworth Financial
California
$17K
CFGS
381
Concourse Financial Group Securities
Alabama
$17K
NFH
382
NEXT Financial Holdings
Texas
$17K +$16.2K +944 New
RFC
383
Regions Financial Corp
Alabama
$14K +$4.29K +250 +50%
LPC
384
Loeb Partners Corp
New York
$13K -$853K -49,700 -99%
BWM
385
BerganKDV Wealth Management
Minnesota
$12K
LWCFA
386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K
TL
387
TrueWealth LLC
Georgia
$12K
HFM
388
Harvest Fund Management
China
$11K -$12K -700 -54%
NSIM
389
North Star Investment Management
Illinois
$11K -$2.57K -150 -21%
AOWM
390
Alpha Omega Wealth Management
Virginia
$11K
FIB
391
First Interstate Bank
Montana
$11K
PFBT
392
Parkside Financial Bank & Trust
Missouri
$11K +$772 +45 +8%
TFO
393
Tarbox Family Office
California
$10K +$103 +6 +1%
FGAM
394
Financial Gravity Asset Management
Texas
$10K +$9.06K +528 New
RFA
395
Reilly Financial Advisors
California
$9K +$8.03K +468 New
TA
396
TCG Advisors
Texas
$9K +$8.58K +500 New
CFG
397
Citizens Financial Group
Rhode Island
$9K +$8.79K +512 New
SIM
398
Sonora Investment Management
Arizona
$8K
TWA
399
TCI Wealth Advisors
Arizona
$8K
PMFA
400
Plante Moran Financial Advisors
Michigan
$8K +$7.72K +450 New